Introduction
To administer, build and manage data across an organisation(s), you can assign staff individual admin and reporting permissions.
The headteacher, principal, CEO or equivalent in your organisation is the BlueSky Primary User. As the Primary User, they are responsible for assigning levels of permission within the software and should do so in line with the organisation’s practices and relevant policies.
Once other members of staff have been assigned the User & Group permission, they may then assign other colleagues’ administrative permissions, however, only Primary Users are able to view and assign Report permissions.
All individuals who are assigned an admin or report permission also receive access to the Admin Dashboard.
Throughout the guidance, you will see this icon this is to alert you to permissions that enable users to view, sometimes edit and delete confidential information.
You can also download this admin and reporting permission guidance at the end of this article.
Admin Permissions
Any permissions marked with an asterisk are optional features the organisation can opt into free of charge. Any listed with this icon can only be seen and assigned to staff by the Primary User.
Details & Settings
Update organisation details, create pay scales, adjust the academic year, select experts and set objective reminders.
Users & Groups
View, edit and manage user accounts including assigning admin permissions and line management structures. Create, edit and manage Groups.
Customisation
Customise Objective fields in the Terminology Bank and create and customise app feature help text instructions and tooltips in Help Texts.
Training
Create and manage training events including online training opportunities.
Resources
Upload files, videos, audio and resources for the organisation or groups of staff to view and use.
Review Prompts
View both National and Bespoke standard levels available to staff and add Prompt text, links, documents and training opportunities to support staff’s self-reviews.
Objectives
Create, edit or archive organisation priorities and objectives.
Archive
View individuals who have been removed from your organisation and access CSV’s of key data inc. Objectives, CPD’s, Observations, Overview Statements and Self-Evaluation (if applicable).
Professional Objectives Flood Fill (inc. Objectives added via flood fill)
Create professional objectives for staff individually, by group or across the organisation and delete any added via flood fill.
CPD Activities Flood Fill (inc. CPDs added via flood fill and CPD Activity Types)
Create CPD records for staff individually, by group or across the organisation. Create Activity Types and Delete any added via flood fill.
Observations
Create form templates for use across your organisation, create and view observations as an administrator (if applicable).
Calendar
Create entries for the organisation to view around key news or events.
Projects
Index of Projects created by staff which includes a moderation feature should it be required.
Self Evaluation*
- SE Framework and Forms
View and prepare available frameworks from which you can create forms - SE Aspect Evaluations and Improvement Plans
Create group evaluations and improvement plans around your framework and records. - SE Organisation Aspect Evaluations and Improvement Plans
Create organisation evaluations and improvement plans around your framework and records.
Support Frameworks*
View and download copies of BlueSky’s Support Framework to choose role-specific standard levels for Non-Teaching and Support Staff.
Templates
Build custom fields and options to create custom review statement templates. Customise the fields visible on the Objective form.
Restore Zone
Allows the user to restore records deleted by other users within the organisation. This includes; Archive entries, Prof. Objectives, CPD, Video's, Overview Statements inc. Templates and Observations.
User Grades and Pay Spines
Provide the user with the ability to View and Add Grades and Pay Scale markers to staff, including in any relevant assigned reports.
Private Groups visible in reports
Allow visibility to Private Groups (if created) in organisation reports.
Report Permissions
The Primary User can grant reports access to specific groups of individuals. If no groups are selected, then users will be able to report on all non-private groups. You can include private groups by selecting the 'Private Groups visible in reports’ admin permission.
All reports provide export features to Print, CSV or PDF, depending on the data they contain.
Full report descriptions can be found in the Admin Reports index.
Management of BlueSky
- Totals Report
Provides numerical ‘totals’ searchable by date across user’s activities. - CPD Access
List's staff who have been granted CPD team access and their permission level. - Groups
List's staff in their assigned groups and highlights those unassigned. - Line Manager Mappings
Lists all line managers and their assigned staff and highlights those without a manager. - Mentor Mappings
Lists any staff that have been chosen as a Mentor and lists the individuals who chose them. - Admin and Report Permissions
List's staff with their assigned admin and/or report permissions. - 360 Coaches
List's staff who have been granted 360 Coach access. - User Profiles
Provides details about your staff's profiles and settings inc. notification settings and profile visibilities. - User Grades Report
Provides a list of all staff with details of their Profession, Roles and Grade data.
Reviews
- Needs Analysis
Aggregated responses to a selected standard level in graphical format. - Needs Analysis Comparison
Select a single user to compare current responses to previous responses at a defined time. - Needs Analysis Response Ratio
List's staff that have completed a self-review by the ratio of their responses completed between 0-100%. Inc. links to evidence.
PLP
- Proposed Learning Plan*
Detailed report on learning plans created by staff, which can be refined by date and multiple filters.
Objectives
- Objectives Report
Detailed report on any visible Objectives, which can be refined using multiple filters and fields. - Overview Statements
Detailed report on any completed Overview Statements, which can be refined by date and other filters.
CPD
- CPD Activities and CPD Evaluation Visual
Detailed report on any visible CPD Activities created, plus graphical report of the evaluation responses. - CPD Hours Comparison Visual
Graphical report searchable by date, providing a breakdown of CPD hours staff have recorded.
Observations
- Observation Totals
Numerical ‘totals’ report on Observations completed ‘by’ and ‘for’ staff including their submission status. - Observations and Observation Visual
Detailed and graphical reports on Observation records created by, for, with and on staff.
Self Evaluation
- Self Evaluation Activity*
Provides a detailed report on any visible self-evaluation records, which can be refined using filters. - Self Evaluation Forms*
Searchable by form, this report provides aggregated graphical breakdown of responses by date and group. - Self Evaluation Executive Summary*
See evaluations by selected Aspects, filtered by Organisation or Group. - Strategic Improvement Plan*
Provides an overview of all action plan entries currently in progress or complete with Teams or the Organisation.
Progress
- Progress Summary
Summary information across an individual’s records including self-review, objectives, CPDs and self-evaluation (if activated).
*those marked with an asterisk are related to the optional features the organisation can opt into free of charge.